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Kathleen M Korman

Strategic Advisers LLC

Minneapolis, MN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-24
  • MN RA
    APPROVED
    Since 2026-01-24

Branch Locations

Minneapolis, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Minneapolis MN 07/2016 01/2017
Principal Financial Des Moines IA 08/2024 11/2025
Fidelity Investments Minneapolis MN 11/2025 Present
Unemployed Minneapolis MN 01/2024 08/2024
Watersedge Wealth Management Minneapolis MN 09/2020 01/2024
Travel Leaders Network Plymouth MN 06/2017 08/2020
Edward Jones St. Louis MO 01/2017 06/2017
Unemployed Minneapolis MN 08/2020 09/2020
  • 07/2016 → 01/2017
    Unemployed
    Minneapolis, MN
  • 08/2024 → 11/2025
    Principal Financial
    Des Moines, IA
  • 11/2025 → Present
    Fidelity Investments
    Minneapolis, MN
  • 01/2024 → 08/2024
    Unemployed
    Minneapolis, MN
  • 09/2020 → 01/2024
    Watersedge Wealth Management
    Minneapolis, MN
  • 06/2017 → 08/2020
    Travel Leaders Network
    Plymouth, MN
  • 01/2017 → 06/2017
    Edward Jones
    St. Louis, MO
  • 08/2020 → 09/2020
    Unemployed
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
  • S66 Uniform Combined State Law Examination
    2023-02-06
Other Names
  • Kathy Korman
  • Kathleen Marie Korman

View on SEC IAPD

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